I was looking at the Fortis announcement and capacity. They are talking 2500 tonnes per annum of Hydrogen.
That will also produce ~30,000 tonnes of Carbon.
I found this interesting information on Graphite use for Lithium batteries and the relative amount of graphite required to Lithium. Synthetic is becoming more prevalent due to better quality control for critical use in batteries and can be used to provide a sovereign source option as an alternate to natural sources from the largest producers such China, Brazil and North Korea.
https://westwaterresources.net/minerals-portfolio/graphite-market/
https://marketcap.com.au/specialty-metals-minerals-graphite/Quality anode material pricing is circa US $4K plus with unprocessed flake around half of that
https://its.ucdavis.edu/blog-post/releasing-the-pressure-cultivating-graphite-value-chains-in-an-expanding-market/If we look at the output from the Fortis MKII plant and assume there is some post processing of the graphite but not the level required for flake then I would guess around US3k per tonne pricing. (happy for others to get a more accurate number here) .
So that would equate to USD 90 million per annum out of that process plant and nameplate production.
(20min delay)